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Capital Asset Advisory Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Capital Asset Advisory Services’s Portfolio FCVT Stock Details FCVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$2K – 939
2020
Q4 		$2K Buy
+40
New +$1.78K ﹤0.01% 1436

Other funds holding FCVT

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's FCVT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2021, closing a stake of 40 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in FCVT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 77 funds tracked by Wall St. Rank hold FCVT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 40 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's First Trust SSI Strategic Convertible Securities ETF position peaked at $2K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.